Steps: Provide API key and service number to tech support team Note: In case the client changes any user or adds any user in MyOperator and Pipedrive. Raise a request with email ID to tech support to sync the users.
Logic: Incoming calls: Myoperator will check if an open deal exists in the Pipedrive panel or not. If deal does not exist, we will create a new deal if deal exists, we add the call as activity. Outgoing Calls: Only activity will be saved against open ...
Requirement: API (https://support.myoperator.com/portal/en/kb/articles/what-information-do-i-need-to-provide-to-sync-myoperator%E2%80%99s-data-into-pipedrive) token from Pipedrive MyOperator number Email ID of users on Pipedrive should be same as on ...
New Lead will be created whenever there is an incoming call on MyOperator. Leads are created with auto filled details. Under “Open Activities” you will get the details about duration and recording URL of the Call. Activities are created once lead is ...
Process: When Incoming calls land to the MyOperator Panel, post integration Lead is created. If client calls first time to the service number it will create a Lead , if client calls second time it will create an Activity and process goes on if ...